# LEE STEPHEN THOMAS

LEE STEPHEN THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 13 filing roles across Form ADV (13).

## Filings (13)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.](https://search.stillhousedata.com/firm/107173) | DIRECTOR AND PRESIDENT | MINNEAPOLIS, MN |
| — | Form ADV | [EATON VANCE MANAGEMENT](https://search.stillhousedata.com/firm/104859) | TRUSTEE | BOSTON, MA |
| — | Form ADV | [BOSTON MANAGEMENT AND RESEARCH](https://search.stillhousedata.com/firm/104853) | TRUSTEE | BOSTON, MA |
| — | Form ADV | [CALVERT RESEARCH AND MANAGEMENT](https://search.stillhousedata.com/firm/285127) | TRUSTEE | WASHINGTON, DC |
| — | Form ADV | [PARAMETRIC PORTFOLIO ASSOCIATES LLC](https://search.stillhousedata.com/firm/114310) | CHIEF INVESTMENT OFFICER | SEATTLE, WA |
| — | Form ADV | [EATON VANCE ADVISERS INTERNATIONAL LTD.](https://search.stillhousedata.com/firm/283733) | TRUSTEE | LONDON |
| — | Form ADV | [EATON VANCE WATEROAK ADVISORS](https://search.stillhousedata.com/firm/132047) | TRUSTEE | BOSTON, MA |
| — | Form ADV | [FERRELL WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/106245) | CHIEF COMPLIANCE OFFICER | WINTER PARK, FL |
| — | Form ADV | [HEXAVEST INC.](https://search.stillhousedata.com/firm/131799) | TRUSTEE | MONTREAL, PROVINCE QUEBEC |
| — | Form ADV | [RBC ALTERNATIVE ASSET MANAGEMENT INC.](https://search.stillhousedata.com/firm/139046) | DIRECTOR | NEW YORK, NY |
| — | Form ADV | [THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/105370) | PORTFOLIO MANAGER | MINNEAPOLIS, MN |
| — | Form ADV | [INVESTORS MARK ADVISOR, LLC](https://search.stillhousedata.com/firm/108582) | CEO | MINNEAPOLIS, MN |
| — | Form ADV | [VOYAGEUR ASSET MANAGEMENT (MA) INC.](https://search.stillhousedata.com/firm/104717) | DIRECTOR AND COO | BOSTON, MA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.